Harvest Group Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Harvest Group Wealth Management’s Portfolio EEMV Stock Details EEMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-181	Closed	-$10K	–	176
2022 Q2	$10K	Hold	181	–	–	0.01%	91
2022 Q1	$11K	Sell	181 -316	-64%	-$19.6K	0.01%	72
2021 Q4	$31K	Hold	497	–	–	0.02%	48
2021 Q3	$31K	Sell	497 -44	-8%	-$2.77K	0.02%	46
2021 Q2	$35K	Buy	+541	New	+$34.5K	0.02%	43
2021 Q1	–	Sell	-667	Closed	-$41K	–	217
2020 Q4	$41K	Sell	667 -1	-0.1%	-$58	0.02%	113
2020 Q3	$37K	Sell	668 -55	-8%	-$3.04K	0.03%	110
2020 Q2	$37K	Sell	723 -2,618	-78%	-$132K	0.03%	100
2020 Q1	$156K	Sell	3,341 -126,431	-97%	-$6.82M	0.16%	41
2019 Q4	$7.61M	Buy	129,772 +42,636	+49%	+$2.47M	6.65%	4
2019 Q3	$4.97M	Buy	87,136 +3,313	+4%	+$190K	6.11%	9
2019 Q2	$4.93M	Buy	+83,823	New	+$4.9M	6.36%	8

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Harvest Group Wealth Management's EEMV Position: Q3 2022 in Review

Harvest Group Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 181 shares — an estimated $10K sold.

Harvest Group Wealth Management first reported a position in EEMV in Q2 2019 and held it in 12 quarters. The position peaked at $7.61M in Q4 2019. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

Harvest Group Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Harvest Group Wealth Management sold 181 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $10K.
Harvest Group Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2019 and held it in 12 quarters.
Harvest Group Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.61M in Q4 2019.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on Harvest Group Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.